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NASDAQ:MU 29 December 2025 - 2 January 2026

Micron (MU) stock jumps 8% today as chip rally kicks off 2026 — what to watch next

Micron (MU) stock jumps 8% today as chip rally kicks off 2026 — what to watch next

Micron shares jumped 8% to $308.33 in early New York trading Friday, leading gains among U.S. memory chipmakers as investors focused on AI-driven memory shortages and high-bandwidth memory demand. The move outpaced the semiconductor sector, with Western Digital up 6.6% and Seagate 4.4%. Investors await key U.S. jobs and inflation data next week for rate signals.
2 January 2026
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AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

Nvidia shares climbed 2.9% after reports it asked TSMC to boost H200 chip production, with Chinese firms ordering over 2 million units for 2026, far above current inventory. Chip stocks surged, with AMD up 5.5%, Micron 7.8%, and TSMC 4.7%. Baidu’s AI chip unit confidentially filed for a Hong Kong listing; Baidu shares jumped 12.5%. China has not yet approved H200 shipments.
2 January 2026
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Stock market today: Nasdaq, S&P 500 futures climb to start 2026 as Nvidia and Baidu rally

Stock market today: Nasdaq, S&P 500 futures climb to start 2026 as Nvidia and Baidu rally

Nasdaq 100 E-minis rose 1.05% and S&P 500 E-minis gained 0.60% in premarket trading Friday, led by rebounds in Nvidia and Broadcom. Baidu jumped 12% after its AI chip unit Kunlunxin filed for a Hong Kong IPO. Tesla rose over 2% ahead of delivery figures. The White House delayed tariff hikes on imported furniture for a year.
2 January 2026
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Semiconductor stocks today: Chip shares slip as Nvidia’s China H200 push meets policy spotlight

Semiconductor stocks today: Chip shares slip as Nvidia’s China H200 push meets policy spotlight

The PHLX Semiconductor Index fell 1.2% on Dec. 31 as U.S. markets closed for New Year’s Day. Nvidia slipped 0.5%, Micron dropped 2.5%, and TSMC’s U.S. shares rose 1.4%. Reuters reported Nvidia is in supply talks with TSMC and that the U.S. granted TSMC a new license to import chipmaking equipment to its Nanjing plant. China is requiring chipmakers to use at least 50% domestic equipment for new capacity.
1 January 2026
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AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

AI stocks today: Nvidia, Meta dip after hours as China H200 chip rush and dealmaking hit the tape

Nvidia has asked TSMC to increase H200 GPU production after Chinese firms ordered over 2 million units for 2026, far exceeding current stock, sources told Reuters. U.S. stocks closed lower Wednesday, with Nvidia down 0.5% after hours. Beijing has not cleared the imports; H200 exports to China face a 25% U.S. fee. TSMC shares rose 1.4%.
31 December 2025
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Micron stock drops 2% into year-end close as chip rally cools — what investors watch next

Micron stock drops 2% into year-end close as chip rally cools — what investors watch next

Micron shares dropped 2.3% to $285.81 in the final 2025 session, underperforming semiconductor peers as the iShares Semiconductor ETF fell 1.2%. A Form 4 filing showed CFO Mark Murphy moved 35,000 shares into an estate-planning trust at no cash value. Investors are watching U.S. data, Fed signals, and new DRAM supply moves from China’s CXMT. U.S. markets close Thursday for New Year’s Day.
31 December 2025
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Sandisk stock today: SNDK dips as company sets Jan. 29 earnings date

Sandisk stock today: SNDK dips as company sets Jan. 29 earnings date

Sandisk shares fell 1.1% to $237.64 midday Wednesday, trailing a weaker U.S. market as year-end trading remained thin. The company set Jan. 29, 2026, for its fiscal second-quarter results, with investors focused on flash demand from AI data centers. The stock has surged nearly 600% in 2025 since its spin-off from Western Digital. Peers Western Digital, Micron, and Seagate also traded lower.
31 December 2025
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Micron stock slips today as China’s CXMT targets $4.2 billion DRAM IPO

Micron stock slips today as China’s CXMT targets $4.2 billion DRAM IPO

Micron Technology shares fell 1.8% to $287.35 in late-morning New York trading Wednesday after a Reuters report highlighted China’s CXMT plans to raise $4.2 billion for DRAM expansion. Micron’s CFO transferred 35,000 shares to an estate-planning trust, according to a recent filing. The company’s Taiwan unit secured a $149.5 million subsidy for memory chip R&D. Chip stocks and U.S. indexes traded slightly lower.
31 December 2025
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Seagate (STX) stock slips as 2025 AI-storage rally cools — what investors watch next

Seagate (STX) stock slips as 2025 AI-storage rally cools — what investors watch next

Seagate shares closed down 0.4% at $280.08 Tuesday, extending a pause after a strong 2025 rally driven by AI data center demand. Western Digital dropped 2.0% as tech stocks slipped. Investors are watching for Seagate’s late-January earnings and updates on drive pricing. The company last guided for fiscal Q2 revenue of $2.70 billion and adjusted earnings of $2.75 per share.
31 December 2025
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Micron stock today: MU jumps in premarket as memory-supply headlines keep traders on edge

Micron stock today: MU jumps in premarket as memory-supply headlines keep traders on edge

Micron shares rose 3.4% in premarket trading Tuesday to near $294 after a filing showed the CFO moved 35,000 shares into an estate-planning trust, not a sale. The move follows news that the U.S. granted Samsung and SK Hynix annual licenses to bring chipmaking equipment into China, potentially affecting Micron’s rivals. Investors are watching Fed minutes and year-end data for signals on rates and chip demand into 2026.
30 December 2025
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Micron stock closes up 3% as DRAM prices tick higher — why MU is moving today

Micron stock closes up 3% as DRAM prices tick higher — why MU is moving today

Micron Technology shares rose 3.4% to $294.40 on Monday as DRAM spot prices for DDR4 and DDR5 chips posted fresh gains, according to DRAMeXchange. The company’s $0.115 quarterly dividend goes to shareholders of record at Monday’s close. A 2-terabyte DDR5 server memory kit was listed at about $39,000 amid reported shortages. Broader semiconductor and tech ETFs ended lower.
29 December 2025
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Micron stock slips on ex-dividend day as chip rally cools into year-end

Micron stock slips on ex-dividend day as chip rally cools into year-end

Micron Technology shares fell 0.6% to $284.79 in early trading Monday as the stock began trading ex-dividend. The company’s $0.115 per share dividend is payable Jan. 14 to holders as of Dec. 29. Trading volume was thin ahead of the New Year’s holiday, with broader chip stocks little changed. Investors are watching for Federal Reserve minutes and jobless claims later in the week.
29 December 2025
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Stock Market Today

  • Elsight Q1 2026 Results and Contested Boardroom Vote Stir Investor Debate
    May 2, 2026, 12:40 PM EDT. Elsight Limited (ASX:ELS) faces heightened investor scrutiny following its Q1 2026 earnings call and shareholder activist Stephen Mayne's bid for a board seat. The company has urged shareholders to oppose Mayne's nomination ahead of the 29 May AGM. Despite recent profitability after years of losses, Elsight must sustain rapid revenue growth and manage rising operating costs to meet 2028 targets of A$71.8 million in revenue and A$22.5 million earnings. Market valuations vary widely, reflecting uncertainty about the impact of governance tensions alongside business execution risks. Investors weigh the contested board election's effect on governance against Elsight's immediate challenges in contract wins, cost control, and capital strength. Forecasts suggest fair value estimates range from A$1.99, implying a 71% downside, to A$11.65, indicating significant upside potential.

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Why AXT, Inc. Stock Jumped 21% as AI Wafer Demand Put Its $100 Million Backlog in Focus

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AXT, Inc. shares surged 21% to $96.00 after the company reported Q1 revenue of $26.9 million, up from $19.4 million, and narrowed its net loss to $1.6 million. The company raised $82.5 million through a share sale to fund indium phosphide wafer capacity expansion. InP backlog topped $100 million, but executives warned export permit delays could affect future sales.
Workday Inc. Sets May 21 Earnings Date: Why Its AI Bet Faces a Crucial Test

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